11-17 Entering Contacts & Organizations in Daylite

• Application:

  Daylite Client 3

In this lesson you will learn:

• How to enter a contact & organization into Daylite at the same time and check for duplicates.
• How to modify the phone, address or electronic address labels
• How to change the order in which the labels show up.
• How to change the phone number formatting.
• Modifying roles & relationships for contacts.
• Modify the contact extra fields.

You will also learn about the Net Promoter Score or NPS and what it can do for your business . See the linked book "Answering the Ultimate Question" at the bottom of this lesson if you want to delve into it more.